In our uncertain world, everyone wants financial security to maintain a quality lifestyle and protect what’s most important. Our trusted advisers create financial plans tailored to your specific goals and circumstances, to support and protect your interests and assets today and provide confidence in your future retirement so you can celebrate the life you have worked hard to achieve.
Whether you need guidance during the good times or support during the hard times, we have the experience to manage your financial situation. Our aim is to provide guidance and support to all our clients; to help implement the best decisions now for their future.
Our clients’ interests are our priority at Adrians, which is why our advisers complete the highest levels of education. Our director in Financial Advice, David van den Berg has the following qualifications:
- Bachelor of Commerce, Banking Finance and Risk Management (Griffith University)
- Masters of Financial Planning
- Kaplan Certificate in Self-Managed Superannuation
- Kaplan Certificate in Margin Lending and Geared Investments
- SMSF Specialist Advisor™
- Certified Financial Planner ®
- Registered Tax (Financial) Adviser